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343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76%99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B +$174M +4,850,334 +13%
Cohen & Steers
2
Cohen & Steers
New York
$1.56B +$20.7M +578,801 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$901M +$75.8M +2,119,093 +10%
State Street
4
State Street
Massachusetts
$592M +$103M +2,890,977 +23%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$505M +$50.7M +1,417,859 +12%
BIT
6
BlackRock Institutional Trust
California
$437M +$10M +280,509 +3%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$432M -$72.1M -2,014,131 -15%
BFA
8
BlackRock Fund Advisors
California
$387M -$157M -4,396,116 -30%
PI
9
PGGM Investments
Netherlands
$221M +$5.13M +143,288 +3%
Northern Trust
10
Northern Trust
Illinois
$162M +$14.6M +406,929 +11%
ACI
11
AMP Capital Investors
Australia
$145M -$3.41M -95,300 -2%
BG
12
BlackRock Group
United Kingdom
$145M +$33.4M +933,789 +33%
AAMU
13
APG Asset Management US
New York
$133M -$1.97M -55,112 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$131M +$4.55M +127,122 +4%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$119M +$54M +1,509,560 +96%
Invesco
16
Invesco
Georgia
$106M -$12.5M -350,804 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$101M -$17.7M -496,163 -16%
Norges Bank
18
Norges Bank
Norway
$88.6M +$31.2M +872,497 +61%
SAMC
19
Shinko Asset Management Company
Japan
$80.9M -$4.63M -129,465 -6%
Charles Schwab
20
Charles Schwab
California
$76.6M +$13.5M +376,860 +23%
Renaissance Technologies
21
Renaissance Technologies
New York
$72.9M +$25.4M +709,598 +60%
Legal & General Group
22
Legal & General Group
United Kingdom
$63.5M +$30.2M +844,689 +105%
JHIU
23
Janus Henderson Investors US
Colorado
$63.4M +$21.7M +606,779 +58%
Ameriprise
24
Ameriprise
Minnesota
$63M -$12M -334,151 -17%
Bank of America
25
Bank of America
North Carolina
$56M -$6.41M -179,209 -11%

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.